VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,340,623 | -5.6% | 20,844 | -0.1% | 0.65% | -7.9% |
| Q2 2023 | $4,595,899 | -14.4% | 20,875 | -18.0% | 0.70% | -21.9% |
| Q1 2023 | $5,366,406 | +3.5% | 25,442 | +0.1% | 0.90% | -2.5% |
| Q4 2022 | $5,182,582 | +3.9% | 25,428 | -4.1% | 0.93% | -8.1% |
| Q3 2022 | $4,987,000 | -6.1% | 26,527 | -1.6% | 1.01% | +0.3% |
| Q2 2022 | $5,310,000 | -12.4% | 26,958 | +5.8% | 1.00% | -0.2% |
| Q1 2022 | $6,063,000 | -6.9% | 25,490 | -0.3% | 1.01% | -1.9% |
| Q4 2021 | $6,512,000 | -2.0% | 25,559 | -8.9% | 1.03% | -11.2% |
| Q3 2021 | $6,644,000 | +1119.1% | 28,061 | +1122.7% | 1.16% | +670.0% |
| Q2 2021 | $545,000 | +37.6% | 2,295 | +28.4% | 0.15% | +20.0% |
| Q1 2021 | $396,000 | – | 1,788 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 100,238 | $19,754,000 | 25.80% |
| BCK Partners, Inc. | 112,539 | $22,167,000 | 15.51% |
| Divergent Planning, LLC | 104,832 | $20,649,000 | 14.84% |
| JMG Financial Group, Ltd. | 1,171,697 | $230,789,000 | 14.31% |
| TL Private Wealth | 116,040 | $23,062,000 | 13.44% |
| Northwest Quadrant Wealth Management, LLC | 206,103 | $41,192,000 | 12.76% |
| Lake Point Wealth Management | 112,787 | $22,216,000 | 12.62% |
| Axiom Financial Strategies, LLC | 118,989 | $23,437,000 | 12.33% |
| Larson Financial Group LLC | 353,148 | $69,560,000 | 12.03% |
| Riverpoint Wealth Management Holdings, LLC | 144,559 | $28,474,000 | 11.46% |